Support Financial Advisors with portfolio reviews and equity insights at Raymond James. Apply strong communication, organization, and customer service skills.

As a Portfolio Advisory Associate, you will work with the broader Private Client Solutions group and report to the Head of Portfolio Advisory. You will coordinate with Investment Strategy and Institutional Equity Analysts while supporting advisor requests. The position requires independent work, teamwork, deadlines, and confidential information handling.

Key Responsibilities:

- Build relationships with Investment Advisors and provide customer service
- Answer requests about portfolio reviews and individual equities
- Participate in analyst calls to assess changing views




- Coordinate investment views across portfolio materials and products
- Support actionable decisions across asset classes and sectors

Requirements:

- One to three years of relevant financial services experience
- Robust organizational and problem-solving skills
- Ability to work independently and cooperatively
- Ability to meet deadlines in high-volume environments
- Ability to handle confidential information effectively

Combine advisor support, portfolio analysis, and disciplined communication to advance Raymond James Guided Portfolio oversight.

📌 Portfolio Analyst Advisor Relations Associate (Toronto)
🏢 Raymond James
📍 Toronto